JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Contacts & Jobs

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Bulk add jobs to all contacts

    Ability to Bulk add jobs to every contact or select contacts

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Gathering Feedback  ·  1 comment  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add contact phone and email to job information

    Add contact phone and email to job information so that we do not have to leave the job and go to the contact to find the phone and email.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  3. Dispatch

    I would like be able to dispatch technicians to a job, keep track of their time on the job thru JN.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  4. Would be great to have a "Quick Filter" on the jobs and contacts screen

    Would be great to have a "Quick Filter" on the jobs and contacts screen so that it's easier to filter down by any active column that is on the current view.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  5. Email field for Job

    Have the Job template information to include email. That way when an automation is trigger it will send to that email that is associated to the job as well as related contacts

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  6. Keep Pictures in order

    The pictures need to be able to move around and put in a certain order. As a veteran adjuster most adjusters put pictures in a certain order. Front elevation, right elevation, rear elevation, left elevation, roof, interior. This will make every file the same and can send pictures to adjusters and they can follow much easier.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  7. Reoccurring Jobs

    Option to create reoccurring jobs would really help with our company we have customers that get the same job done every month with same time and date

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  8. Autopopulate Contact Info to a Job

    When adding a job based of a contact, the data for that contact autopopulates, doesn't work the other way around, linking a contact to a job doesn't autopopulate the data, this would be a great feature and is something BuilderTrend has

    26 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add One Click Button Options So Jobs Can Be Moved Through The "WorkFlow" Easier

    Please make it to where installers out in the field can CHANGE status of a job by a one click button option. Currently if a job is scheduled and they go and finish that job there is no way of admin knowing the job is complete without them @Admin in the notes section and physically typing "Job is complete" than the admin has to Manually drag the job from "Scheduled" tab to "Complate" tab. HUGE problem for us because a job thats complete might stay in the "scheduled" tag for weeks before someone relizes that jobs been done and has…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  10. Also viewing

    It would be helpful if there were a "UserName is also viewing this" notification if you open a job or try to edit an invoice/work order/estimate that another team member is using. We have had situations where edits were lost or communication crossed when two people were in a file at the same time. I do appreciate that multiple people can use a job at the same time, but a shared user notification would eliminate some issues.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to Change Job Status in the List

    In the list under "jobs", I would like to be able to change the status directly in the list instead of clicking on the 3 dots to change the status.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  12. Searchable field for Insurance Clam #

    It would be so very helpful to have a searchable field dedicated to Insurance Claim # (We receive a myriad of calls from Insurance Companies, who only leave the claim # when they call and leave voice mail messages. Would help tremendously to be able to search by the claim # so we can locate a file much more quickly :-) Thank you!

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  13. Days since last contact

    It would be very advantageous to have a Days Since Last Contact displayed on a job. That way any sales manager does not need to go into a job to look for the last email, text, or call made. It could simply be displayed on the job card or below the days in status stat. Having something stay in a status for a longer period of time is ok as long as a sales person is staying in touch with the homeowner or business owner. But right now I can't really track that stat and can't find a good way…

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to rearrange or move the tabs under a Job/Contact

    I would like the ability to rearrange the tabs under Jobs/Contacts. The first tab that you see is Activity as a default, but I want to see Job Tasks first. If we could move all of the tabs around to be in order of importance for us, that would be great.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  15. Job Merging

    Create a way to merge two Jobs together.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add related contact to job without all of the related contact's previous emails being posted on your new job.

    I have a board with all of my suppliers on it as contacts. When I create a new job, I would like to be able to add the supplier I will be using for this customer as a related contact and only see emails to and from this supplier that are relevant to the job I have just created.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow different email and phone on job

    I would like to see an additional email and phone number in the jobs. Some jobs under a contact might have a different person of contact from other jobs. Example of this would be, we are currently dealing with a large property management company that pays the bills, but has 3 managers that are in control of a certain amount of buildings. I would like to be able to leave the primary contact as the property management company with their information and then be able to put the specific managers info in the jobs for direct communication with them. I…

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  18. When configured to use jobs, limit what entities can be attached to a customer

    We need the option to disallow creating, financials, attachments, etc when JobNimbus is configured to use Jobs.

    When a customer record is selected, it should only show the list of jobs related to the customer and have the ability to create a new job.

    We often have salesmen attach documents and financial info the the customer record instead of the appropriate Job. You can't move them, so it is delete and redo.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  3 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  19. Navigation within a Job

    When I open a Job that contains Tasks and Subtasks, it would be very useful if there was a back arrow or a hyperlink path that you can click on to navigate up one or more levels.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  20. Restrict Moving Job out of Certain Statuses (Protected Statuses)

    • Is there a way to restrict a team member from pulling a job out of a status with in the workflow. For example if our simple work flow is lead – contract – permit – production – invoicing. Can we make it so only one person or Access profile can pull job out of the permit status regardless of where they place it (forward / backward / skip ahead). We want to make sure things aren’t being forced ahead until a specific task is completed.
    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  5 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1
  • Don't see your idea?

Contacts & Jobs

Categories

Feedback and Knowledge Base